See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,830 | $70,587-74.7% | $124,672-85.7% | $85,850-79.2% |
| Participation rate | 23.2% | 64.4%-41.2pp | 74.6%-51.4pp | 69.3%-46.1pp |
| Annual return | 18.67% | 20688.83%-20670.2pp | 5142.93%-5124.3pp | 318.53%-299.9pp |
| Employer contribution / active EE | $655 | $1,913-65.8% | $3,324-80.3% | $2,565-74.5% |
| Participant deferral / active EE | $899 | $2,969-69.7% | $4,614-80.5% | $3,952-77.3% |
| Admin fee / account holder | $1,549 | $5,282-70.7% | $7,493-79.3% | $6,260-75.3% |